2021 investment trends
Investment vehicles currently used
Top 10 investment vehicles currently used with clients:
Exchange-traded funds (ETFs): 64%
Cash and equivalents: 57%
Mutual funds (non-wrap): 48%
Individual stocks: 44%
Individual bonds: 37%
ESG funds: 32%
Mutual fund wrap program(s): 26%
Separately managed accounts: 24%
Variable annuities: 23%
Fixed permanent life insurance products: 18%